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Investor Update

Investor Update. May, 2011 Jeremy Wang, Chairman & CEO.

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Investor Update

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  1. Investor Update May, 2011 Jeremy Wang, Chairman & CEO

  2. We have made forward-looking statements in the presentation. Our forward-looking statements contain information regarding, among other things, our financial conditions, future expansion plans and business strategies. We have based these forward-looking statements on our current expectations and projections about future events. Although we believe that these expectations and projections are reasonable, such forward-looking statements are inherently subject to risks, uncertainties, and assumptions about us. We undertake no obligation to publicly update or revise any forward-looking statements whether as a result of new information, future events or otherwise. In light of these risks, uncertainties and assumptions, the forward-looking events in the conference might not occur and our actual results could differ materially from those anticipated in these forward-looking statements. Safe Harbor Notice

  3. Agenda • Company Overview • Product Portfolio • Drivers of Growth • Financial Review & Company Updates • Q&A

  4. Company Overview

  5. Insyde Software (6231.TW) Founded in September, 1998 by PCT (6270.TW) Chairman Jeremy Wang and Jonathan Joseph Business started via acquisition of SystemSoft’s BIOS Division Early investors included Intel Corp. & China Development Industrial Bank in September 1999 Shares Outstanding as of 04/30/2011: 37.8M shares Headquarters: Taipei, Taiwan US operations in Massachusetts and Oregon Other offices in China, Taiwan and Korea Worldwide 450+ employees

  6. Growing WW Presence Portland, USA Boston, USA Korea (Sales Office) Europe Shanghai, China Japan Kunshan, China Austin, USA Taipei, Taiwan Insyde Office Agent

  7. Financial Stability • Publicly traded stock since January 2003 • Very strong cash position • Profitable each quarter since Q3 2006 • Healthy revenue growth • Engineering hiring continues

  8. Insyde Customers are Industry Leaders

  9. Insyde Customers Supply Industry Leaders

  10. Product Portfolio

  11. Insyde Product Portfolio InsydeH2O™ Industry leading UEFI firmware for PC, Embedded, and Server H2ODDT, H2OVIP, H2Omium Humanos™ Humanos for Chromium OS Humanos for Android Insyde Market™ Online applications store for Android-based devices

  12. Computer BIOS – “Firmware” NOR FLASH BIOS is stored in NOR Flash

  13. Difference between LegacyBIOS and UEFI Firmware “PI” UEFI-AwareOS Legacy OS UEFI-Aware OS Legacy OS UEFI2.0 /EFI 1.1 Compatibility Support Module Framework Drivers Platform Drivers EFI1.1 USB Legacy BIOS Core Modified BIOS Core ACPI Architectural Protocols PCI APM PNP DXE Foundation The Framework Foundation Hardware Hardware

  14. BIOS = Firmware = InsydeH2O Operating System BIOS Hardware platform • InsydeH2O provides the bridge from the Hardware-2-Operatingsystem • BIOS - Basic Input Output System • To initialize hardware components including CPU, chipset and peripherals and more • To boot operating systems: Windows 7, Vista, XP, Linux, and more

  15. Insyde Has Led the Transition to UEFI • Shipping UEFI products on Desktop since 2003 • H2O shipping with Server and Embedded since 2004 • Non-Intel chipsets in production since Q1’06 Non-Intel versions ship Server/Embedded Desktop mass production since 2003 • UEFI development with Intel since 2001 • Shipping UEFI products on notebooks since 2005 • Customers shipping multiple UEFI products since 2008 • Major transition of server BIOS to UEFI begins Server Volume Shipment Notebook mass production since 2005 Pioneer for UEFI development 2001 2002 2004 2005 2009 2010 2003 2006 2008 2007

  16. InsydeH2O: The Safe Choice CPU/Chipset Drivers for all major Si vendors CSM – Most mature Compatibility Support Module Source-level Software Debug Tool - H2ODDT Robust Power Management True EFI-based Setup program Full feature USB Legacy support Proprietary VROM Technology Library of Pre-boot Apps Customer Training Materials Hundreds of Production Quality enhancements Why leading OEMs/ODMs Select InsydeH2O

  17. Core Competencies & Markets Mobile Desktop Server Embedded BIOS & Firmware Pre-Boot Apps, Tools & Drivers Systems Integration & Customization PC Systems Architecture OEMs, ODMs, Semiconductor and OS Vendors

  18. Humanos™ for Chromium OS An Instant-On web browsing solution using Insyde’s Quick Boot technology as start, plus Insyde’s integration of Google’s open source Chromium OS. Target is notebooks and netbooks Potential to leverage Google’s (and others’) Cloud-based applications Co-exists with Windows for PC platform initially

  19. Humanos™ for Android An Instant-On widget-based OS solution using Insyde’s Quick Boot technology as start, plus Insyde’s integration of Google Android, mobile phone OS. Provides Android Apps downloadable environment Target is notebooks, netbooks and tablets Co-exists with Windows on PC platform Extends to Tablets, TV and more…. 1st Android for netbooks – available October 2009

  20. Insyde Market™ • www.insydemarket.com • Devices Supported: • The only Android™ application market created exclusively for big Android (5” + LCD devices) • Supports Androidsmart phones • Supports including non-Insyde Android devices • Supports Private label Business model

  21. Drivers of Growth

  22. Leveraging Cloud Computing Growth Notebook Netbook Smartbook Tablet PC IPTV Desktop Smartphone Client-side InsydeH2O™ for Servers Insyde Market™ Live Update Service Server-side

  23. Momentum in Mobile Continues • InsydeH2O widely used by major ODMs and OEMs • OEMs: Acer, Dell, HP, Lenovo, Sony, Toshiba and others • ODMs: Compal, Inventec, Quanta, Wistron and others • High-touch/Mid-touch/Low-touch working models • Continuous market-share growth in notebooks • Leadership across both Intel and AMD mobile platforms • Competition getting stronger

  24. Growth Potential in Server Markets Worldwide, Server vendors including HP, Dell, IBM and Sun combine for over 70% market-share in server shipments In Taiwan, ODMs including Quanta, Mitac, Inventec, Foxconn, Wistron and Flextronics are the lead server makers In China, OEMs including Dawning, Huawei, Inspur and Lenovo are the country’s largest server makers Insyde’s ROI on server investment will start in late 2011 Dell use InsydeH2O for next-gen servers Taiwan’s major server ODMs are Insyde current customers Top-tier China server makers start to use InsydeH2O Insyde is gaining design wins and engaging server manufacturers WW

  25. Financial Review

  26. Recent Revenue Growth (In NT$ thousands)

  27. Consolidated Income Statement Quarterly

  28. Balance Sheet Summary

  29. Insyde Software Strengths Most experienced provider of UEFI Firmware: 9 years of UEFI cooperation with Intel makes Insyde the top choice for computer makers switching to UEFI Good position to continue capturing market share with computer industry transition to UEFI Firmware System Integration and Supporting Services Many years experience supporting Windows, Linux and Mac OS Instant-On Solution based on Android New product line provides opportunities for additional growth Cost structure to remain competitive

  30. Thank you

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